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GREENWOOD GEARHART LLC → SCHW-PJ

GREENWOOD GEARHART LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
25
Latest value
$665K
Q3 2026
Peak value
$130.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$130.6M
Q3 2025$696K
Q3 2025$636K
Q3 2025$471K
Q3 2025$505K
Q4 2025$127.7M
Q4 2025$752K
Q4 2025$659K
Q4 2025$444K
Q4 2025$535K
Q1 2026$90.3M
Q1 2026$1.4M
Q1 2026$694K
Q1 2026$1.1M
Q1 2026$542K
Q2 2026$109.2M
Q2 2026$1.7M
Q2 2026$863K
Q2 2026$1.3M
Q2 2026$630K
Q3 2026$116.4M
Q3 2026$1.8M
Q3 2026$857K
Q3 2026$1.3M
Q3 2026$665K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$665K24.2K——
Q3 2026$1.3M37.5K——
Q3 2026$857K25.7K——
Q3 2026$1.8M51.3K——
Q3 2026$116.4M3.88M——
Q2 2026$630K22.7K——
Q2 2026$1.3M36.2K——
Q2 2026$863K24.8K——
Q2 2026$1.7M50.9K——
Q2 2026$109.2M3.71M——
Q1 2026$542K21.9K——
Q1 2026$1.1M35.7K——
Q1 2026$694K22.8K——
Q1 2026$1.4M47.7K——
Q1 2026$90.3M3.52M——
Q4 2025$535K22.3K——
Q4 2025$444K14.8K——
Q4 2025$659K22.3K——
Q4 2025$752K23.0K——
Q4 2025$127.7M4.75M——
Q3 2025$505K21.7K——
Q3 2025$471K15.9K——
Q3 2025$636K21.9K——
Q3 2025$696K21.8K——
Q3 2025$130.6M4.96M——

Other funds holding SCHW-PJ

Other GREENWOOD GEARHART LLC positions

VGES

VANGUARD INDEX FDS

$204.9M
VGES

VANGUARD INDEX FDS

$197.2M
VGES

VANGUARD INDEX FDS

$166.6M
VGES

VANGUARD INDEX FDS

$166.4M
VGES

VANGUARD INDEX FDS

$165.7M
VGES

VANGUARD STAR FDS

$130.1M
VGES

VANGUARD STAR FDS

$126M
VGES

VANGUARD STAR FDS

$110.3M